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Wolff Wiese Magana’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

Wolff Wiese Magana’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-486
Closed -$13.7K – 820
2023
Q3 		$13.7K Buy
486
+96
+25% +$2.8K 0.01% 307
2023
Q2 		$11.5K Buy
+390
New +$10.7K 0.01% 328

Other funds holding RSPT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIP
Davis Investment Partners Charlotte, North Carolina $283M AUM 24.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wolff Wiese Magana's RSPT Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q4 2023, closing a stake of 486 shares — an estimated $13.7K sold.

Wolff Wiese Magana first reported a position in RSPT in Q2 2023 and held it in 2 quarters. The position peaked at $13.7K in Q3 2023. 353 funds tracked by Wall St. Rank hold RSPT as of Q4 2023.

  • Wolff Wiese Magana reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 486 Invesco S&P 500 Equal Weight Technology ETF shares in Q4 2023, an estimated $13.7K.
  • Wolff Wiese Magana first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q2 2023 and held it in 2 quarters.
  • Wolff Wiese Magana's Invesco S&P 500 Equal Weight Technology ETF position peaked at $13.7K in Q3 2023.
  • 353 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.